Episode 02ChecklistA short list of things to check before you trust the answer.38 sec
Don't paste that into ChatGPT
Before you upload work data to an AI tool, prepare a permitted, minimal version: check the rules, keep secrets out, and strip what the task doesn’t need.
Try it yourself
Before you upload
- Your company’s AI rules allow this tool for this kind of data. If you’re not sure, ask first.
- You’ve checked how this tool stores and uses what you upload.
- Passwords, PINs, security answers, and account numbers are out. Always, in every tool.
- Sensitive information (ID numbers, health details, anything your company marks restricted) stays out of unapproved AI tools.
- You’ve removed what the task doesn’t need. For a general summary, placeholders may be enough.
Bix shows you how
Step 1: Check your company’s AI rules first.
If you’re not sure this tool is allowed for this kind of data, ask before you upload.
Step 2: Check how your tool stores and uses what you upload.
Storage and training settings differ by tool and plan.
Step 3: Take passwords, PINs, security answers and account numbers out.
Always, in every tool, approved or not.
Step 4: Swap what the task doesn’t need for placeholders.
Client or customer names → Client A, Client B. Employee names → Employee 1, Employee 2. Exact salaries or prices → Band 1, Band 2, or rounded ranges. Addresses, emails, phone numbers → [ADDRESS], [EMAIL], [PHONE]. Company name → Our company.
What you should see
The AI gets a version with no secrets and no real names. For a general summary, that may be enough: you get the trends, without handing over the client list, the salaries or the password.
